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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,116,898 | $156,398+614.1% | $147,318+658.2% | $138,895+704.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.04% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,775 | $4,853-42.8% | $4,593-39.6% | $4,194-33.8% |
| Participant deferral / active EE | $9,640 | $8,237+17.0% | $7,906+21.9% | $6,396+50.7% |
| Admin fee / account holder | $114 | $14,976-99.2% | $13,708-99.2% | $12,562-99.1% |